RT @tayobeats_: a young and energetic finance practitioner of less than 10 years experience believes she understands governance and macro e…
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sea como sea esto no fue un problema de la top lane, la macro fue terrible
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RT @tayobeats_: a young and energetic finance practitioner of less than 10 years experience believes she understands governance and macro e…
427
Manuel Vega retweeted
Jun 12
🔴 La junta de Andalucía de Juanma quiere construir en Vega Mestanza (Málaga) una macro depuradora arrancando 20.000 árboles, pero para los ecolojetas el problema son las banderas españolas en la manifestación
Son unos PARÁSITOS DE MIERDA SUBVENCIONADOS
David Santos
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🔞MEU MACRO-PENIS DE GROSSO Santa Isabel-Sp SE PLATAFORMAS COBRAM PORQUE REAL NÉ🤫
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2m
Memory prices are up more than sixfold in a year, which runs straight against the one thing chips were always supposed to do, get cheaper over time. Morgan Stanley has a name for the reversal now. Chipflation.
The part that matters sits under the price. Memory is quietly leaving the commodity market. Hyperscalers are locking supply through multi-year deals and prepayments, so spot pricing keeps shrinking and allocation takes its place. A DRAM chip is starting to look less like something you buy and more like a seat you have to be granted.
HBM is already sold out for 2026, and the makers are steering their best wafers toward the high-margin AI orders. Everything downstream gets the leftover. Phones, PCs, cars, industrial gear. Morgan Stanley pencils in a 15% PC shortfall and a 12% smartphone shortfall by 2027. The same question from the SpaceX allocation keeps showing up in a new market. Where in the line are you standing.
Here's the turn for Korea. The ones holding the allocation pen this time are Samsung, SK Hynix and Micron, three makers sitting on roughly 90% of DRAM and effectively all the HBM. For once Korea isn't the one downstream of the global macro getting squeezed, it's the one deciding who gets squeezed. Samsung has already pushed some memory prices up as much as 60%, and SK's chairman is telling people the crunch runs to 2030.
So the read for anyone not named hyperscaler is the same one Korea's own consumer-hardware names are sitting with. You're either setting the allocation or waiting on it. The next thing to watch is Q2 contract pricing flowing into producer prices and OEM margins, because that's where this stops being a chip story and starts landing on everyone else's income statement.
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Foster retweeted
12h
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Peace talks accelerating faster than expected.
If Iran signs Sunday, oil crashes hard — we're talking $60s crude. Fed gets inflation relief, dovish pivot back on table. Risk assets love geopolitical de-escalation.
BTC at $64k should rip toward $70k on any deal confirmation. Watch for Sunday Asia open pump.
@noplanbworld #BTC #Macro
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Clear macro structure and disciplined analysis is exactly what serious market positioning is built on.
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ANDREJCL retweeted
🇫🇷😤Le Royaume-Uni, l’Allemagne, la Pologne, les Pays-Bas, la Belgique, la Grèce, la Suède et le Danemark, Emmanuel Macron annonce que la Norvège rejoint la « dissuasion nucléaire avancée »
Pendant que Macron parade avec le Premier ministre norvégien et offre sur un plateau la dissuasion nucléaire française joyau de notre souveraineté nationale, payée par le sang et l’argent des contribuables à un pays qui n’a même pas demandé l’avis du peuple français, il piétine allègrement la démocratie et la Constitution.
Ni débat au Parlement, ni référendum, rien : juste une annonce théâtrale pour diluer un peu plus notre force de frappe sans savoir les contrats qu'il signe, où la décision ultime reste théoriquement française mais où la crédibilité et les coûts seront mutualisés.
Ce pseudo président qui n’en finit plus de brader notre indépendance stratégique au nom d’une « Europe puissance » qu’il est le seul à voir, affaiblit jour après jour la France souveraine pour mieux se faire mousser sur la scène internationale. Pitoyable.
🎥 Plusieurs @........... »
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yo solid weekly. also worth adding , you can actually bet the fomc outcome on hyperliquid now too (hip-4), not just trade the spcx perp. whole macro week in one account basically. i do it all from telegram → cabbge.com/predictions
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Verás como este no suspende. Ni el Rocanrola.
El problema, me temo, es que se quieren hacer mini coachellas (y abarcarlo todo). Y un coachella no puede ser mini. Es un modelo macro per se.
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Ashu is one of the sharpest macro strategists around plus an extremely well read investor. This substack must be on your reading list!
This was a busy week. I curate relevant quality articles, blogs, podcasts, videos and regularly publish with some context on Substack as a digest. The links to the original articles are there along with some implications. Link to this week's digest 👇👇
linkedin.com/posts/ashutosh-…
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Es una buena señal, no un hechizo. La macro puede ordenar expectativas, pero de ahí a crédito, empleo y salarios hay bastante más que un tuit optimista.
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The setup is interesting from a historical perspective especially after multiple red quarters in Ethereum but cycle analogs only work until macro conditions break the pattern.
What matters more is whether liquidity and positioning shift before sentiment does.
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Dr Oliv retweeted
Sinon, chez LFI, il n’y a jamais eu à résister à la tentation d’avances macronistes, puisqu’il n’y a jamais eu d’avances macronistes.
Ça me paraît gage d’une plus ferme opposition au macronisme, je dirais.
👉🏼 Au meeting d’Aubervilliers, Raphaël Glucksmann répond à ceux qui l’accusent d’être « le nouveau Macron » :
« Quand on m’accuse d’être le nouveau Macron. Pourquoi je n’ai jamais cédé à leurs avances ? À leurs appels du pied ? À leurs offres ?
Il y a beaucoup de raisons, mais la première d’entre elles est simple : j’ai toujours su qu’Emmanuel Macron n’avait rien compris à l’écologie.
J’ai toujours su qu’à force de mesurettes et de coups de com’, nous allions perdre dix années.
Eh bien nous avons perdu dix années. Mais nous n’en perdrons pas une de plus. »
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We see this again in the macro scale about what to do with crime:
Leftism: Well shiet, it be da fud dezerts in shiet, dats why da crime be happenin.
Real Solution: We should arrest the black stealing rapist thugs that are stealing and raping so they won't steal and rape.
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あすなろここ retweeted
「くまのプーさん」という、
モフモフの薔薇。
美味しそうな蜂蜜色で、
花びらたっぷり。
週末ものんびり。
90mm Macro / F7.1 / Canon DPP
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$JPM 2.31% as bank leadership flagged 2026 loan growth above the industry, lifting the core earnings outlook.
SPY tone is split, with attention on critical-materials outperformance and fee-conscious personal finance chatter, keeping sentiment selective rather than broad-risk-on.
That selective bid favors high-quality financials, and the Prometheus AI backing adds a secondary growth angle.
#JPMorganChase
#Banks #Earnings #Macro #AI
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